Mortgage Advisor

The Park BankFitchburg, WI
5h

About The Position

Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2026. You’ll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison – if you’re looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today! As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank’s ‘Let’s Get to Next’ culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.

Requirements

  • High School Diploma or equivalent
  • Minimum 3-5 years related work experience; or equivalent combination of education and experience
  • FACT Act and NMLS Certifiable
  • Bondable by Bank Insurance Carrier

Nice To Haves

  • Associate’s Degree in Business or Banking related field

Responsibilities

  • Occasionally attend networking industry functions such as trade shows, professional groups, etc.
  • Perform daily cold calling activities as prescribed by sales plan
  • Seek and work to uncover sales/partner development inside and outside of bank facilities
  • Perform level of sales activity that allows them to meet or exceed positions minimum goals
  • Communicate reliable status reports with clients and referral sources during normal work hours
  • Identify and match correct product to client situation and needs
  • Maintain an exemplary client experience
  • Respond to and manage internal (branch, management and executive) sales referrals
  • Initiate the application and initial disclosures for mortgage loans prospected
  • Hand off loan requests to business line partners
  • Coordinate a successful close
  • Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
  • Other duties as assigned

Benefits

  • Robust Benefit Package Including Medical, Dental, Vision, etc.
  • Four Different Benefit Packages to Choose What Fits Your Needs Best
  • 10 Paid Holidays (Including Your Birthday)
  • PTO That Increases Each Year of Service
  • Generous 401K Company Match
  • Wellness Reimbursement Program
  • Associate Resource Groups (ARGs)
  • Eligibility to participate in Bank-wide Bonus Program
  • And more!
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